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Cooper/Haims Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Cooper/Haims Advisors’s Portfolio XSOE Stock Details XSOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5,202
Closed -$219K – 91
2021
Q2 		$219K Buy
5,202
+24
+0.5% +$992 0.14% 73
2021
Q1 		$211K Buy
+5,178
New +$219K 0.15% 71

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cooper/Haims Advisors's XSOE Position: Q3 2021 in Review

Cooper/Haims Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2021, closing a stake of 5,202 shares — an estimated $219K sold.

Cooper/Haims Advisors first reported a position in XSOE in Q1 2021 and held it in 2 quarters. The position peaked at $219K in Q2 2021. 307 funds tracked by Wall St. Rank hold XSOE as of Q3 2021.

  • Cooper/Haims Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2021 after selling out during the quarter.
  • Cooper/Haims Advisors sold 5,202 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2021, an estimated $219K.
  • Cooper/Haims Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 2 quarters.
  • Cooper/Haims Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $219K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2021.

Based on Cooper/Haims Advisors's 13F filing for Q3 2021, filed 21 Oct 2021.